I'm A Trustee, Now What? Understanding Trusts & Trustee Responsibilities

Being named a trustee is an honor and a serious responsibility. Whether you've just received the call or want to be prepared before it comes, this interactive seminar will walk you through everything you need to know, step by step.

What you'll learn:

✅ What is a Trust — and how it actually works

✅ Your duties and legal obligations as a trustee

✅ 21 key tasks every trustee must know (and how to handle them)

✅ What a Trust Specialist is and when you need one

✅ How to build your expert advisory team

This isn't a lecture — it's a working session. Bring your questions. Get real answers. Leave with a clear plan.

Whether you're brand new to trusts or just want a deeper understanding of your role, you'll walk away with confidence and clarity.

⚠️ Seats are limited. Reserve your spot today — it's free.

Know what’s Happening Next — before everyone else does.

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Host or Publisher The Ihara Team